Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 58,226 shares of VYM stock, worth $8.21 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

58,226

Previous 58,790 0.96%

Holding current value

$8.21 Million

Previous $7.84 Billion 4.72%

% of portfolio

0.94%

Previous 0.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$132.9 - $142.03 $74,955 - $80,104	-564 Reduced 0.96%	58,226 $8.21 Billion
Q2 2025 Aug 07, 2025	SELL	$114.78 - $133.31 $598,692 - $695,344	-5,216 Reduced 8.15%	58,790 $7.84 Billion
Q1 2025 May 13, 2025	SELL	$126.11 - $135.06 $225,358 - $241,352	-1,787 Reduced 2.72%	64,006 $8.25 Billion
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $106,664 - $113,451	-842 Reduced 1.26%	65,793 $8.39 Billion
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $119,668 - $130,122	1,015 Added 1.55%	66,635 $8.67 Billion

Q2 2024 Jul 31, 2024	SELL	$114.71 - $121.51 $30,283 - $32,078	-264 Reduced 0.4%	65,620 $7.78 Billion
Q1 2024 May 14, 2024	BUY	$109.98 - $120.99 $7.25 Million - $7.97 Million	65,884 New	65,884 $7.65 Billion

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History